This role is designed for an attorney in the early stages of their career who wants hands-on experience in estate planning within a relationship-driven, growth-oriented firm. The Associate Attorney will work closely with the firm’s owner and support team while progressively taking on greater responsibility for client matters. The role will be a hybrid position (mix of work from home/remote work and in-person in Chicago, IL). The associate will participate in and lead client-facing meetings, including initial consultations, estate plan design meetings, and signing meetings. You will help guide clients through thoughtful decision-making, explain legal concepts in clear and approachable language, and ensure clients feel supported and informed throughout the process. Associates are expected to be responsive, organized, and proactive in maintaining ongoing client relationships, including plan updates and follow-ups as clients’ lives evolve. Associates are also expected to participate in business development in a supported and authentic way. This includes building referral relationships, attending and participating in events, contributing to educational content or workshops, and developing their own book of business over time. Training and mentorship are provided, but comfort with relationship-building and a growth mindset are essential. This role is a strong fit for someone who wants to grow with the firm, contribute to its success, and build a career that includes mentorship, collaboration, and shared wins. If you are looking for stability, purpose, and the opportunity to make a real difference in clients’ lives while also building a sustainable, fulfilling legal career, this may be the right place for you. The role is eligible for monthly and quarterly performance-based bonuses tied to individual contributions and the firm’s overall financial goals. We offer a benefits package, including generous/flexible PTO and a monthly wellness stipend that can be applied toward individual health insurance coverage. Additional benefits are provided and will be discussed in more detail during the hiring process. The candidate selected for this role must complete a 90-day onboarding and training period, after which eligibility is active for PTO, bonus structure, and benefits. Responsibilities: • Leading client meetings (initial consultation, plan design, plan signing, plan reviews, etc) • Drafting + reviewing estate planning documents • Meeting KPIs • Proven ability (or willingness to learn how) to generate and nurture leads, including through educational events, networking, and partner collaboration • Enthusiastic about public speaking, workshops, and representing the firm at community or referral events • Develop long-term relationships with clients - not just “closing the file.” • Familiar with sales psychology in professional services (or open to training on the enrollment conversation process we use) Qualifications: • Licensed in Illinois and in good standing with the ARDC. A plus if also licensed in WI, IN, or MI. • 1-3 years of estate planning experience, ideally including drafting of wills, trusts, and powers of attorney under Illinois law • Experience with client meetings - comfortable presenting legal concepts in simple, compassionate language • Spanish fluency (professional proficiency) strongly preferred • Understanding of basic tax implications (estate tax, gift tax, and income tax related to trusts) is helpful but not required Compensation: $78,500 - $85,000 yearly

• Leading client meetings (initial consultation, plan design, plan signing, plan reviews, etc) • Drafting + reviewing estate planning documents • Meeting KPIs • Proven ability (or willingness to learn how) to generate and nurture leads, including through educational events, networking, and partner collaboration • Enthusiastic about public speaking, workshops, and representing the firm at community or referral events • Develop long-term relationships with clients - not just “closing the file.” • Familiar with sales psychology in professional services (or open to training on the enrollment conversation process we use)